Direct Customer Consolidation extension: summarize anonymous walk-in sales into combined invoices

Direct Customer Consolidation extension: summarize anonymous walk-in sales into combined invoices

The Direct Customer Consolidation extension is built for busy counters — bakeries, cafés, convenience stores — where most sales are quick, anonymous walk-ins. Instead of issuing a separate invoice for every single transaction, it gathers all those walk-in sales together and turns them into tidy, summarized invoices. Far less accounting clutter, the same complete record.

What it adds

  • Direct Customer account — a single configurable account that walk-in, cash, and counter sales are assigned to, so anonymous transactions still have a home.
  • Consolidated invoices — at register closing, or whenever you choose, queued walk-in sales are grouped and summarized into combined invoices rather than one per sale.
  • Configurable grouping — group the consolidated invoices by store, register, employee, or payment method, whichever matches how you account for your day.
  • Full traceability — every consolidated invoice links back to the original transactions it came from, so nothing is ever lost.
  • Named customers untouched — any sale where a customer was selected is invoiced exactly as before. Only anonymous walk-ins are consolidated.

Who it's for

High-volume retail and hospitality businesses that process hundreds of small, anonymous sales a day and don't want a mountain of individual invoices. If most of your customers pay at the counter and walk out without needing a personal invoice, this extension keeps your books clean and your accounting overhead low.

Good to know

Consolidation is off everywhere until you both enable the extension and set it up in your Sales Settings. Until then — and for every business that doesn't opt in — sales behave exactly as they always have.

Ready to turn it on? See Setting up the Direct Customer Consolidation extension. New to extensions in general? Start with Using the Marketplace.